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PlanPlus Online CRM, Sales Automation, and Marketing: Review

What is PlanPlus Online?
This software provides an all-in-one solution that features a CRM (customer relationship management) software, email marketing, project management, sales automation, website integration, and more — all accessible from the Web.

Intended Users
PlanPlus Online is a software that was created for professionals in the insurance, financial, and real estate industries.

Deployment
– Mac OS
– Web Browser (OS agnotic)
– PC

Mobile
Mobile access through iOS and Android (Mobile Apps Available)

 

 

Features
PlanPlus Online uses the Franklin Covey business planning methodology in order to help businesses manage their time and customers with equal importance. By keeping leads from falling through, businesses can use this software to reduce double entries, improving response times, and reducing the number of leads that are lost in transition from phone to database.


– Calendar, Notes, Tasks
– Contact Manager (via CRM)
– Daily and Weekly Planning
– Sales Workflow Automation
– Sync with Google, Office, and Exchange
– Team Collaboration and Project Management

Plans & Pricing
There are three plans to choose from: Essentials, Professional, and Business.

Essentials
Price: $12 / user per month (when billed annually) / $14 / user per month (when billed monthly)

– All-in-One Planner (Contacts, Tasks, Calendar, Notes in a single app)
– Sync (Google, Outlook/Exchange/365, or iOS)
– Planning (Mission, Goals, Plan Day and Week)
– Mobile Apps (iOS or Android, smartphones, tablets — works without an internet connect too)
– Task Management (ABC-123, Daily and Master Tasks)
– Task Delegation

Professional
Price: $29 / user per month (annual) / $39 / user per month (monthly)

With the Professional plan, you receive everything in the Essentials plan, plus:
– Sales Management (track sales opportunities, generate quotes with products, create pipeline reports)
– Email Integration (BBC to Note Feature from any email client)
– Organizations / Accounts (Track Contacts and Organizations independently for better account management)
– Process Automation (sales process workflow and action plan templates for automating repetitive tasks)

Business
Price: $49 / user per month (annual) / $59 / user per month (monthly)

*4 Users and Minimum Setup Fee Required.

You receive everything in the previous plans, plus:
– Project Management (manage tasks grouped into projects, for completing post-sale requirements or small internal projects)
– Marketing Automation (build lead lists, custom webform, send email campaigns, autoresponders, all for increasing lead flow to sales)
– Customization (unlimited custom fields and page layouts)
– Access Control (ensure team members are only accessing the appropriate data through user permissions and roles)

Free Trial
You can try out PlanPlus Online CRM and software at the following link: https://www.planplusonline.com/editions/
Simply choose which plan you want to try and click “Get started for FREE.”

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Azurepath CRM: Review

What is Azurepath?

Azurepath was founded in 2015 and is based in the United States. This company offers customer relationship management (CRM) software for businesses of all types and sizes to use in order to better service their customers, establish new client bases, retain customers, work with vendors, make contacts, advertise/market their products or services, and establish lines of communication with the community and their customers.

Intended Users

Azurepath CRM is used by all business sizes — any business who sells products of any kind will find this software useful.

Deployment

  • Cloud, Web, SaaS
  • Mobile

Mobile

  • Mobile – Android Native
  • Mobile – iOS Native

Features

This CRM is ideal for growing businesses and is therefore a good fit for SMBs as well as large enterprises. The intuitive and powerful automation is perfect for large teams and individuals alike. Azurepath CRM is simple to set up, is safe to use, stores your information in the Cloud via web browser, and has mobile access for both iOS and Android.

The plan offers unlimited perks in order to grow your business and increase sales.

Azurepath CRM offers a range of customer relationship-based features such as:

  • Campaign Management (Business Marketing)
  • Contact Management
  • Document Management
  • Interaction Tracking (for Deals and Customer Support)
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • List Management
  • Product Catalog
  • Quotes / Proposals
  • Referral Tracking
  • Territory Management
  • Secure Data Export and Import
  • Mobile Access to CRM
  • Payment Structure and Invoices
  • Automated Visual Lead Queue
  • Team and Individual Assignment
  • Seamlessly Integrated Reminders
  • Global Searches
  • Customization

Analysis Features

With this feature, you receive:

  • Automated Reporting
  • Live Performance Tracking
  • Aging Pipeline Highlighted
  • Filter Results by Team or Individual
  • Set Targets for Teams or Individuals
  • One Touch Historical Insights
  • Track Time to Close and Lead Aging
  • Export any Trend/Report to Excel

Finance Features

With this feature, you connect your sales and finances in a more accessible way.

  • Automated Sales Forecasting
  • Historically Guided Insights
  • Automatically Account for CoGS
  • Payment Structure and Invoices
  • Accurate Cash Flow Analysis
  • Batch Import or Update Invoices
  • Multiple Currencies (USD, GBP, EUR)
  • Track Receivable Performance

With Azurepath’s CRM, you can run your business more effectively. You can create payment structure and invoices, lead team and individual assignments, receive integrated reminders, view an automated visual lead queue, track lead stage and touches, manage your contacts and accounts, and add lead attachments via email.

The Azurepath CRM package (you can view the plan and pricing in the next section) offers unlimited users, accounts, contacts, leads, attachments, and support.

Plans & Pricing

Azurepath’s CRM is unlike most others — it offers one package at a low price, with unlimited use in just about every aspect.

For $14.95 per user / month, you can get a great deal with this CRM.

The first 30 days of use are free and Azurepath does not ask for a credit card until your 30 days free are up and you decide whether you wish to subscribe. If you pay annually, you can receive 2 months free and save money; otherwise, you can pay monthly if you wish for the $14.95 quote.

Azurepath accepts the following payment types: Visa, MasterCard, and American Express. You can cancel your subscription at any time, as there are no contracts to sign.

With Azurepath’s CRM software, you will receive unlimited: users, leads, accounts, contacts, attachments, and support.

Free Trial

You can try Azurepath CRM for free for 30 days. No credit cards are required.

Start your free trial by heading to the following link and entering the name of your company, your company email address, and your name — that’s it!

Free Trial: https://signup.azurepath.com/

Free Demo

Contact Azurepath to request a free demo: https://www.azurepath.com/contact.html

Customer Support and Training

  • Documentation
  • Webinars
  • Live Online Training
  • Online Support
  • Business Hours (support)


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PipelineDeals Sales CRM: Review

What is PipelineDeals CRM?

PipelineDeals CRM is a sales-geared customer relationship management software that allows its users to efficiently manage contacts, companies, qualify and track leads, and more with a central, cloud-based software program.

PipelineDeals is suitable for a range of industries and with hundreds of custom data fields, you can customize it to your particular industry and unique business/sales needs.

Intended Users

PipelineDeals CRM is intended to be used by SMB’s (Small and Medium Businesses) who want a customer relationship management software that is geared towards sales as well. 17,000 customers already use this software, including: Garmin, The Burchfield Group, Viva, Summit, Interactive Circle, mopro, PayrollHero, Criveller Group, StrategyWise, and more.

Platforms

  • Cloud, SaaS, Web
  • Mobile Devices (via App)
  • PC (Windows, Mac, Linux)

Mobile

  • iPhone App
  • Android App

Features

This CRM provides both sales engagement as well as customer relationship management tools so you can view daily pipeline snapshots, real-time deal status updates, and 3D charts, all on a comprehensive sales dash.

This CRM allows its users to gain access to files that contain all people, documents, and activities related to any single deal. Provide There are 12 standard data fields and 225 custom data fields included, which makes this software highly customizable for your industry.

  • Sales Pipeline
  • Monitor Pipeline
  • 3D Charts and Reports
  • Mobile App and Accessibility
  • Daily Email of Latest Sales Pipeline Numbers
  • Comprehensive Deal Page with Customizable Fields
  • Real-Time Status Updates

Sales Acceleration

  • Send Trackable Emails
  • Launch Email Campaigns for Sales
  • Analyze Success of Customer/Lead Communications
  • Get the Full Picture through Pipeline
  • Standardize Email for your Team

Deal Tracking

  • Monitor Deal Activity
  • Track Deal Activity
  • Standardize a Common Sales Process
  • Add Tasks and Events and Organize
  • Categorize and Track Emails
  • Forward Communications
  • Save Document Attachments When you BBC an Email

PDF Print and Share Feature

Lead Management

  • Manage Customer Relationships and Leads through Pipeline
  • Understand Lead Sources and Tag Individual Leads
  • Manage Leads Across Sales Team for Collaboration and Delegation
  • Improve Results Across Sales Funnel with New Lead Highlights

Contact Management

  • Customer List Control (easy import from any source and organize)
  • Clean Data and Customer Lists
  • Manage Contacts Across an Account
  • Set Specific Tasks and Events to Follow up with Individual Contacts

Activity Tracking

  • Customize Activities
  • Assign Custom Activity Category to All that they Do in PipelineDeals (keeps track of each sales rep and what they did and when they did it)
  • Notifications and Collaborations
  • Run Detailed Reports

Mobile CRM

  • Mobile PipelineDeals App for iOS and Android devices
  • Optimized CRM for Mobile
  • Optimized for Sales
  • Set Up Text Message Reminders
  • No Additional Costs for Apps

Data Importing

  • 3 Types of Data Import: People/Contacts/Leads, Deals, and Companies/Accounts
  • Import in Bulk
  • Keeps Data Clean from Redundant or Duplicate Data
  • Assign Data to One or More Individuals during Import
  • Undo Features for When Mistakes are Made

Custom List Views

  • Filter Data Quickly (by zip code, negotiation stage, etc…)
  • Save and Share Favorite Filters
  • Sorting Features for Optimum Organization
  • Edit Whenever, Wherever

Email

Sales Team Organization

  • Store and Share Sales Documents
  • Guide Team’s Sales Activities
  • View Team’s Sales Pipeline
  • See Team’s Deals

Sales Goals

  • Recognize Top Performers
  • Keep Sales Goals to the Front
  • Set Standards and Drive Growth

 

Account Customization

  • Customize Deal Stages
  • Add Your Logo and Modify Colors
  • Define Custom Fields and Activity Categories
  • Control User Access and Roles

Connect – Email Integration

  • Capture Sales Communications in CRM (sync email with Connect)
  • Email Inbox is Optimized for Sales Pipeline
  • Insights into Most Valuable Sales Communication
  • Reminders to Follow Up with Leads as they Move through Sales Funnel
  • Standardize Email for Team

Automations

  • See Sales Pipeline from Beginning to End
  • Communicate Across Teams when Deals are Closed, Milestones Reached, etc…
  • Automatic Prompting of Next Deal Action
  • Accountability
  • Supports Recurring Revenue Models and Account Management

Integrations

  • Google Apps
  • MailChimp
  • Outlook
  • Excel
  • QuickBooks
  • Zapier
  • RightSignature
  • HelpScout
  • Meldium
  • Userlike
  • INinbox
  • Import2
  • Bitium
  • Bedrock Data
  • 123 Contact Form
  • WebMerge
  • PieSync
  • Callmaker

Plans & Pricing

There are three plans to choose from for the PipelineDeals Sales CRM software: Standard, Accelerator, and Optimum.

You can choose between annual and monthly billing — however, you get a discount for the annual billing option.

Standard Plan

Price: $25 / month per person (annual billing) OR $29 / month per person (billed monthly)

  • Bank Quality Security
  • Unlimited Document Storage
  • Back Up Sales Documents
  • Email, Chat, or Phone Support
  • Three Permission / Visibility Roles Available
  • Custom Pipeline Stages
  • Unlimited Leads
  • Unlimited Contacts
  • Unlimited Deals
  • Unlimited Companies
  • Customized List Management
  • Customizable Fields and Organization
  • Sales Reporting
  • Task and Appointment Management
  • Activity Tracking
  • Contact, Lead, and Deal Management Tools
  • Mobile Apps – Android and iPhone
  • Native Integrations, API Access, and Google Apps

Sales Reporting

Accelerator Plan

Price: $49 / month per person (annual billing) OR $59 / month per person (billed monthly)

This is the most popular plan at PipelineDeals and is the middle plan option.

You receive everything in the Standard Plan above, PLUS the following features:

  • Two-Way Email Sync
  • Email Engagement Tracking
  • Sales Process Automation
  • Task Automation
  • Email Sharing and Template Sharing
  • Individual and Team Email Analytics
  • Advanced Deal Intelligence

Optimum Plan

Price: Contact for Pricing (1-866-702-7303)

The Optimum Plan features everything that the Accelerator Plan does, plus:

  • Custom Password Requirements and Auto Expiration
  • White Labeled IP and Mobile Devices
  • Completely Separate Infrastructure for Account Data
  • Named Customer Success Manager (White Glove Support)
  • Direct Telephone Contact (Personalized Support Channels)
  • Personalized SLA (Custom SLA to Match Support Needs)

Full Plan and Pricing Details: https://www.pipelinedeals.com/pricing

Free Trial

You can get a free 14-day trial of this comprehensive Sales CRM at: https://www.pipelinedeals.com/get-started

There is no obligation, no risk, and you can try all of the features and invite an unlimited amount of users.

Free Demo

You can also meet with an expert for a customized demo so you can see the grand tour of this CRM and what it can do for your business’s sales team.

Demo: https://www.pipelinedeals.com/demo


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Things to Consider Before Investing in a CRM Software

Less Annoying CRM (for Small Businesses): Review

What is Less Annoying CRM?

This aptly-named Less Annoying Customer Relationship Management (CRM) software is a solution that meets the needs of small businesses in particular. This CRM focuses on ease-of-use, free customer report, high quality security, cloud-based deployment, and a simple configuration and operation.

Intended Users

This CRM is a simple contact management solution for Small Business owners who are looking for a cloud CRM with mobility, reasonable pricing, and features that are designed specifically for small businesses.

Platforms

Setup of Less Annoying CRM can be completed in minutes, because this software is:

  • Cloud-based / Web
  • Windows 8, 7, Vista, XP, 2000
  • Mac OS
  • Web Browser (OS agnostic)
  • Mobile (Access)

Mobile

Less Annoying CRM is completely web-based. You can use it and access from any computer, smartphone, and tablet worldwide. All of the data backups, security, and software updates are handled by the company so you don’t have to be bothered by the desktop or mobile updating process anymore.

Features

Less Annoying CRM allows users to consolidate all of their customer information into a single, web/cloud-based platform, where the information is accessible to the entire company or team.

Among the features are applications for contact manage and sales force automation (SFA). Module include:

  • Lead Tracking
  • Task Management
  • Notetaking
  • Calendars

There are a range of configuration options to choose from that will allow the users to customize their sales process in order to align this software to their unique business processes and industry needs. There is no coding required, either!

The main feature list of this CRM includes:

Contact Management

With contact management, you have a central, cloud-based location that can store all of your contact, client, and customer information. From a simple screen, you can check out pipeline information related to the contact as well as notes, files, and events. In addition, there is a search feature so you won’t have to scroll to find your contact again.

Calendar and Tasks

Rather than jumping back and forth through different softwares and applications, this CRM offers a single location for your calendar and tasks. Built into the CRM directly, this feature allows you to set up a sharing feature with other users/team members at your business, so that everyone can stay on the same page regarding daily agendas and customer follow-ups.

You can sync this calendar with Google Calendar as well, so you can have all of this information in your pocket and easily accessible from your smartphone.

Leads and Pipelines

No business wants a lead to fall through the cracks — with Lead Report, this CRM shows you a simple report that is constantly up-to-date with a list of all leads in your pipeline. This includes the status of a lead, priority of a lead, contact information, and any notes from the last conversation with them. You can also be sure that your team follows-up with your leads and make new sales and customers.

Easy Customization

With the simple price plan, you can add as many users for your business as you want with this CRM for only $10 per user / month.

Each user has their own login and password, and the administrator (you), decides who can have access to what. Whether you want everyone to share data or only have access to their own data, you can decide that for yourself.

Collaboration with Multiple Users

Since a lot of CRM’s don’t offer enough customization, you may be happy to know that this CRM gives you pretty much complete control. You don’t need IT experience either to get your software setup in minutes. Customer support is also there to help you customize and to fit the CRM to your specific needs.

Cloud Hosting

The CRM is web-based and hosted in the cloud, which is great for accessing it from your computer, smartphone, and/or tablet.

You can also take advantage of the following features this CRM offers:

Security

This CRM offers the highest commercially-available encryption of 256-Bit Encryption to ensure users’ data security. The servers are hosted on Amazon’s infrastructure with multiple data backups kept off-site. This allows the information/files/data to be restored in case of a disaster.

Log Email Conversations

The email logging features makes it simple to log your emails into the CRM from any email provider. Simply BCC messages to a unique address that is set up for you by the CRM and you can get it logged automatically.

Easy Importing

Import your contacts into Less Annoying CRM with ease. From your spreadsheet or current system, you can upload them to your new cloud server seamlessly. If you need help with this process, Less Annoying customer support will run the import for you.

One-Click Report

If you want to export your own offline copy of your files or data, you can head to the Export Page and you will have a spreadsheet ready that features all of your notes, companies, and contacts. You own all of your data in your CRM.

Daily Agenda Emails

Every morning, you will receive an email which summarizes your daily tasks and agenda for the day. This means you don’t need to login to stay informed.

Always Backed Up

This CRM’s servers are hosted on Amazon’s industry-leading cloud infrastructure — and Less Annoying CRM keeps two different types of backups, which include copies stored off-site in case of a disaster.

Free Updates

Upgrades are automatically installed for you, so you don’t have to worry about paying for upgrades, hardware, or anything else. It is all done for you, free of charge.

Free Phone and Email Support

From your free trial to paid use of this CRM, you can contact customer support at any time via phone or email for assistance.

Plans & Pricing

Plans and pricing with Less Annoying CRM is actually one of the easiest we have come across.

$10 per user / month is the base pricing plan with this CRM.

There are unlimited contacts and no commitment on your part.

As their name Less Annoying implies, this company has tried to feature a less complex pricing structure — opting out of pricing tiers with usage limits, upfront payments, upsells, and long-term contracts, they actually make the process worth it because the fee is flat per user.

So, for $10, you can purchase one user per month — you can add users, remove users, or cancel your CRM at any time. They even suggest trying out their 30 day free trial (see below) first to make sure you like it and to learn how to use it before you begin to pay.

Free Trial

You can get a 30 day free trial of Less Annoying CRM at the following link: https://www.lessannoyingcrm.com/Signup.

If you are signed up with Google, you can click on the one-click sign up for this trial. Otherwise, you simply input your name, email, password, and number of users for the CRM. There is no obligation, the CRM is secure and private, there is no need for a credit card, and the trial offers you a full account with customer support.

Free Demo – Instantly!

You can try a live demo immediately at the following link: https://www.lessannoyingcrm.com/account/begin_demo.php

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Infusionsoft: Review

Intended Users

Infusionsoft is intended for use by SMBs as well as larger businesses, depending on the plan you choose. The CRM software is the perfect size for small businesses in particular, where maintaining customer relationships and using automated marketing (included in this software) will make a potential difference in sales growth.

Platform

  • Online, SaaS, Web
  • Mobile

Infusionsoft Mobile

Infusionsoft has the added benefit of mobility from a variety of devices. You can manage contacts, automate marketing, from anywhere at any time. The features of this platform are geared towards small businesses on the go.

  • Upload, Edit, and Access Contact Information
  • Communicate with Customers
  • Add Tags to Trigger Automated Follow-Up and Campaigns
  • Create, View, and Complete Tasks

 

Features

While the Infusionsoft plans all include the CRM software — they also each focus on another software aspect such as sales, marketing, etc…

Focusing on the CRM features, Infusionsoft does a good job for Small Businesses. The customer relationship management included in this software is intended to keep your business organized as well as staying on top of customer communications.

Contact Management

Arguably the most important feature of a CRM software is contact management. This feature allows you to collect informational data regarding your leads and to organize your contacts so you can save yourself hours of work. You can manage their detailed individual records, upload, and store information on your laptop, desktop, tablet, or smartphone.

  • Contact Information
  • Task and Appointment History
  • Orders and Account Balance
  • Lead Score and Lead Source
  • Website Activity History
  • Interactions with your Brand

Data Management

For small businesses just starting out as well as larger businesses swimming in a sea of contacts and leads, Infusionsoft’s CRM claims to make it easier to speed up data management by simplifying the process and allowing for mobile, on-the-go features.

Some of the benefits of this feature includes:

  • Updating, Editing, Exporting, or Triggering Automation in Batches
  • Add Contacts on-the-go from your Mobile Device
  • Get Help Importing Data into the Platform
  • Automatically Check for Duplicate Records

Segmentation

This feature is important in a CRM and is the difference between sending the right message to the right people, or botching up your marketing intake data. With segmentation, if done correctly, you can use it to forge a stronger connection with new, potential, and existing customers with lists based on criteria such as:

  • Lead Score
  • Demographics
  • Email Clicks
  • Payment History
  • Purchases

Lead Scoring

Lead scoring is incredibly important in any business. With this CRM feature, you can spend time following up with potential and hot leads who are on the edge of becoming customers (and less time following up with those who will never buy). You can assign scores to each contact based on:

  • Demographics
  • Interactions
  • Behaviors

Task Management and Calendar Management

This feature of Infusionsoft offers users with the tools they need to simplify the chaotic nature of business management. This tool helps to prioritize, organize, and work through sales activities — all in a single location.

With it, you can:

  • Set Reminders for Tasks
  • Manage your Appointments
  • Link Tasks to Individual Contacts
  • Automatically Generate Tasks based on Contact Behavior
  • Streamline your Workday

Plans & Pricing

There are five different plans you can choose from by Infusionsoft. Each plan includes the CRM software — otherwise each plan includes different features and is intended for a different amount of customer support capacities and functions.

There are two steps to take when choosing a software plan with Infusionsoft. First, you choose a plan out of the five below. Then, you choose your “Kickstart” package (there are three options), which will help you to get started. A Kickstart package is required. The Kickstart package is a one time fee.

All plans can be subscribed to via an annual contract agreement with a monthly billing plan.

Essentials Plan

Price: $199 / month

Users: 3

Contacts: 2,500

Emails / Month: 12,500

  • CRM
  • Marketing Automation

Deluxe (Sales Automation) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • Sales Automation

Deluxe (E-commerce) Plan

Price: $299 / month

Users: 4

Contacts: 5,000

Emails / Month: 25,000

  • CRM
  • Marketing Automation
  • E-commerce

Complete Plan

$379 / month

Users: 5

Contacts: 10,000

Emails / Month: 50,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Team Plan

Price: $599 / month

Users: 100

Contacts: 20,000

Emails / Month: 100,000

  • CRM
  • Marketing Automation
  • Sales Automation
  • E-commerce

Choose your Kickstart Package

Step 2 requires that after choosing one of the plans above, that you choose one of the three Kickstart packages below. Whether you need some help getting started or already have big ideas in mind, this package will help you get going. As a new customer, it is required to choose a Kickstart.

Note that the Kickstart package is a one time fee, and not a part of your annual or monthly billing.

Kickstart Lite

Price: $999 (one time fee)

This package is best for small or medium businesses that are looking for only the basic range of guidance from an Infusionsoft expert as they get started with their software. If you are good with technology, the Lite package is ideal because it saves you money but still makes the one time fee worth your while by offering you:

  • Free one-on-one work with your personal coach to identify the most effective strategy for your business
  • Launching a campaign to your list within the first two weeks, then you can take it from there.

Kickstart

Price: $1,999 (one time fee)

This Kickstart package is for businesses who require a bit more in-depth guidance by an expert in order to feel comfortable and get the most out of their Infusionsoft software. If you need extra help getting yourself started, this package is ideal.

  • Work one-on-one with your coach and identify an in-depth strategy for your business
  • Launch 3 campaigns to your list, then you can take it from there

Kickstart Pro

Price: $2,999 (one time fee)

The Pro package is an excellent investment for businesses who have an effective strategy in place. This plan is for those seeking an accelerated alternative to doing everything yourself — Infusionsoft’s in-house experts will set up the software for you so you can focus on your business and other priorities. This is truly an all-in-one package.

  • Customize the project scope in order to meet your unique business needs
  • Fully offload your implementation of a project to the experts

Free Demo

You can request a free demo at the following link: https://www.infusionsoft.com/demo

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Hatchbuck (CRM and Automated Marketing): Review

Intended Users

Hatchbuck is intended for use by small and mid-size businesses in just about any industry who needs better ways of managing their vendor and customer contacts, improving their follow ups with customers, and marketing their business to gain more customers.

Nearly any industry can use Hatchbuck to aid in their business, including:

  • Advertising Teams
  • Consulting Firms
  • Hospitality
  • Real Estate
  • Sales

…and more!

About Hatchbuck

Founded in 2012, Hatchbuck is both a customer relationship management software (CRM) as well as a marketing automation software that focuses on ways to allow businesses to keep track of their customers, contacts, follow up and respond to questions, and find new customers.

This sales, marketing, and CRM software is great for driving sales, keeping the channels of communication open to customers, and nurturing prospects. Highly rated among users, Hatchbuck is certainly a CRM and marketing software to look at for your business.

Deployment

  • Cloud, SaaS, Web

Hatchbuck runs on both PCs (Windows) and Mac computers and is mobile friendly. You can access your software with any device with an internet connection, including tablets, smartphones, iPads, and so forth.

  • Mac OS
  • Web Browser (OS Agnostic)
  • Windows 8
  • Mobile Browser

 

Features

This all-in-one software is a CRM/Marketing/Sales platform that combines everything you need to market your business, turn conversations into customers, retain your customers, and manage your contacts and relationship with your customers. From email marketing, CRM features, automated marketing, sales features, and social media, Hatchbuck also provides marketing agencies in particular with an alternative solution for small business clients.

The user dashboard will offer a real time insight of your business at a glance, which will allow you to make the right moves to increase business, sales, marketing, and customer support.

 

  • Campaign Segmentation
  • Analytics / ROI Tracking
  • Contact Management
  • Email Drip Campaigns
  • Lead Management
  • Landing Pages / Web Forms
  • Lead Nurturing
  • Lead Scoring
  • Website Visitor Tracking
  • Contact Import (importing from Outlook, Excel, LinkedIn, social media, company website, etc…)

In the marketing automation module, you have a library with 450 email templates that can be used as-is or assembled using the template builder. You can set up automatic emails for specific groups of contacts as well as track the progress of campaigns.

Each contact has a full activity history that is used to track communication and make sure that your team is on the same page and up to date with everything that needs to be done. You can even add tags to contacts for additional organization.

Your contacts can also be imported from: Excel, Outlook, LinkedIn, etc… while new leads can be captured from company websites, a blog, or social media websites with a very straightforward and easy to use Drag and Drop form builder.

 

CRM & Sales Features

With this CRM, you can remain organized with this Small to Mid-Size business software. Your business becomes more complicated as it grows and there comes a point where using Excel sheets, email folders, and a simple filing system no longer will do it.

This is where Hatchbuck comes in and offers a great alternative to expensive softwares and software that is bloated with useless features. Add any contact on the fly and check out activity going on in real time. There are also hot lead alerts when a prospect is ready to buy!

With organization like this, maintaining your business becomes simpler — it does not weigh you down with more information and issues.

Email Marketing

This feature will turn emails into conversations with customers and with Hatchbuck’s email marketing tools you can integrate this CRM with the data so that you can get a complete story about your contacts and customers. You can grow your email list, get new customers, build amazing email templates, and more, all to get your business growing and customer base booming.

Marketing Automation

With the automated marketing features of this CRM software, this automation will pick up the slack in your business. You can create campaigns that will nurture leads and turn them into customers or clients. You can email them with relevant and valuable emails until they see what the hype is about.

Intelligent actions and notifications are also used to keep the team on track and to make sure that no potential opportunities are missed.

Training and Support

  • Documentation
  • Webinars
  • Live Online Training
  • Support During Business Hours

 

Plans & Pricing

Starting from $59.00 a month, you can choose from a variety of plans to suit the size of your business and needs. However, the great part of Hatchbuck is that each feature is included in every plan. You can also save when you sign up for annual billing as opposed to monthly payments. You also have a third option of semi-annual payments, which is unusual, where you can save 10%.

 

Solo Plan

Price: $59 (billed monthly) or $53 (billed semi-annually)

The perfect plan for freelancers, the Solo plan is exactly like it sounds. For one user, you can have all of the great features of Hatchbuck for a lower price.

  • Users: 1
  • Contacts: 750
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Small Biz Plan

Price: $99 (billed monthly) or $89 (billed semi-annually)

A step up from Solo is the Small Biz plan. With two users, you can double your contact capacity.

  • Users: 2
  • Contacts: 1,500
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Team Plan

Price: $199 (billed monthly) or $179 (billed semi-annually)

The plan that is great for a team environment, the Team plan includes:

  • Users: 5
  • Contacts: 5,000
  • Email (Sending): Unlimited
  • Quick Start Package Included

 

Professional Plan

Price: $299 (billed monthly) or $269 (billed semi-annually)

Great for larger team environments, the Professional plan offers:

  • Unlimited Users
  • Contacts: 15,000
  • Emails (Sending): Unlimited
  • Quick Start Package

If you need a plan that can support a much larger contact list, from 50,000 to 500,000, Hatchbuck can help you at the bottom of the following link: http://www.hatchbuck.com/pricing/.

If you are a marketing agency you can contact Hatchbuck about their Agency Partner Program: http://www.hatchbuck.com/partners/.

Free Demo

Hatchbuck does offer a request form for a free demo.

Demo Link: http://www.hatchbuck.com/live-demo/

Free Resources

Hatchbuck also offers a range of free resources in order for marketing and sales teams to make the most of this software. This includes templates, videos, a blog, one-on-one training, and more.

Read Next

Freshdesk: Review

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Bitrix24: Review

Insightly CRM for SMB: Review

Marketing 360: #1 CRM Software for Small to Medium Businesses

OnContact CRM Software: Review

Freshdesk: Review

Founded in 2010, Freshdesk has succeeded in becoming one of the most well-known cloud-based CRM softwares on the market. With a range of powerful customer-driven features, this easy to use CRM allows companies to offer a seamless, multi-channel support system across the phone, the internet, forums, social media, email, mobile apps, and more.

Intended Users

Freshdesk can be used for all company sizes, Small to Large. This CRM has the capability and robust features to keep up with any size organization.

With over 80,000 current customers globally, any type of company can benefit from Freshdesk. For example: SolarCity, 3M, Hugo Boss, Cisco, University of Pennsylvania, etc…

Based on the affordability and features, this CRM is suitable for the hospitality industry, retail environments (brick and mortar as well as online), IT, insurance, utilities, and other companies.

Deployment

  • Cloud, SaaS, Web
  • Mobile

One of the best parts about Freshdesk’s CRM is that it is entirely web-based, and data is stored in the Cloud. This makes capacity nearly endless, the speed extremely quick, and allows flexibility in accessing this CRM.

The supported OS’s (operating systems) include:

Windows, Mac OS, Linux, HP-UX, Solaris, Unix, IBM OS/400, Web Browser (OS agnostic)

Features

By offering a genuine multi-channel customer support system, this CRM can bring every customer conversation and put it into a centralized interface that is easy to read, easy to use, and organize. Your customer support staff can address issues and resolve trouble tickets with ease.

Customers contact through a variety of ways, from phone calls, email, contact forms, internet chat, social media, and applications, so Freshdesk makes sure that they are capable of helping address customer concerns in all of the ways customers contact you.

Freshdesk can help you:

  • Manage Multiple Groups, Escalation Procedures, Workflows
  • Multiple Products
  • Multiple Brands
  • Automate Multiple Processes
  • Automate Route Tickets to Appropriate Support Agents
  • Multi-Language and Multi-Timezone Capabilities

Customer Communication

Integrations

With Freshdesk, you can also integrate with other leading CRM softwares including:

  • Freshdesk
  • Pipedrive
  • Insightly
  • Nimble
  • Pipeline Deals
  • Salesforce
  • Solve
  • Zoho CRM
  • Batchbook Social CRM
  • Capsule
  • Collabspot
  • Highrise

Social Media App Integrations

With the ability to integrate into other CRM softwares and over 60 tools, Freshdesk CRM is able to pull up customer records and see customer history in an instant.

Security

Freshdesk CRM’s data center is EU safe harbor compliant and all plans include SSL Encryption to keep customer and company data safe. Servers are hosted in a world class data center with 24 hour security and surveillance. Freshdesk software is also continuously up to date with the latest security patches.

Plans and Pricing

Full pricing details here: https://freshdesk.com/pricing

There are 5 Freshdesk plan available: Sprout (free version), Blossom, Garden, Estate, and Forest.

Sprout Plan

The Free Version of this Freshdesk CRM is Sprout.

  • Price: FREE
  • Agents: 3
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets

Multi-Channel Support

  • Standard Phone Channel

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA Management

  • Business rules management through SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, and description
  • Suggested solutions

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customizable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Export reports

Customization

  • Custom apps
  • Public customer portal customization

Security

  • Single sign on
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Over 50+ Applications

Reporting

Blossom

  • Price & Users: $16 / Agent / Month
  • Email Ticketing
  • Reusable replies with canned responses
  • Automatic email notifications
  • Custom ticket views
  • Add tags to tickets, contacts, and solutions
  • Merge and split tickets
  • Add public and private notes to tickets
  • Add watchers to a ticket
  • Traffic cop
  • Assume identity of other agents
  • Send outbound email
  • Export tickets
  • Time tracking
  • Integrate customer satisfaction surveys

Multi-Channel Support

  • Standard Phone Channel
  • Multiple incoming and outgoing mailboxes
  • Add unlimited Twitter accounts
  • Add unlimited Facebook pages

HelpDesk Automation

  • Automatic ticket assignment using Dispatch’r
  • Time-triggered automations using Supervisor
  • Event-triggered workflow automations with the Observer
  • Multi-task workflows with one touch Scenario automations
  • Email commands

SLA

  • Business rules management though SLAs
  • SLA reminders
  • Escalation email for SLA violation

Knowledge-Base

  • Email to knowledge-base
  • Ability to edit meta title, keywords, description
  • Suggested solutions
  • Community Forums

Mobile Customer Support

  • Freshdesk for iOS
  • Freshdesk for Android
  • Mobile optimized HTML5 App

Ticket Forms

  • Customizable ticket forms
  • Dependent fields in ticket forms
  • Customisable popup and embedded Feedback widget

Reporting

  • Agent and group performance
  • Helpdesk in-desk report
  • Export reports
  • Save reports

Customizations

  • Custom apps
  • Public customer portal customization
  • Custom domain mapping

Security

  • Single Sign On
  • Single sign on with SAML
  • Advanced password policy for agents and customers

Apps

  • CRM Apps
  • Email marketing
  • Satisfaction surveys
  • Time tracking and invoicing tools
  • 50+ applications

Garden

  • Price and Users: $25 / Agent / Month

You receive everything from the Blossom plan, plus:

  • Freshdesk’s Integrated Live Chat

SLA Management

  • Multiple SLA policy
  • Multiple business hours
  • Product, group, and company level SLAs

Global Support

  • Multilingual Knowledge Base
  • Dynamic Email Notifications
  • Multiple Time-Zones

Multi-Product

  • Product level knowledge-base and community forums

Reporting

  • Ticket drill down in reports
  • Save reports
  • Schedule reports

Customizations

  • Full CSS customization
  • Custom domain mapping

Automated Tasks

Estate

  • Price and Users: $40 / Agent / Month

You receive everything in the Garden plan, plus:

  • Agent collision detection
  • Facebook in-sync app
  • Automatic ticket assignment within group (Round robin)
  • Dynamic ticket forms

Reporting

  • Performance distribution
  • Ticket volume trend
  • Top customer analysis

Customizations

  • Customizable agent roles
  • Complete layout customization
  • Access to FreshThemes gallery

Security

  • Custom SSL certificates (default free)
  • Helpdesk Restriction

Forest

  • Price and Users: $70 / Agent / Month

You receive everything in the Estate plan, plus:

  • Advanced Phone Channel
  • IP Whitelisting
  • Custom Email Servers

 

Free Trial

You can get started with Freshdesk for free for 30 days at: https://freshdesk.com/signup.

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Insightly CRM for SMB: Review

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Marketing 360: #1 CRM Software for Small to Medium Businesses

Base CRM: Review

Base CRM was founded in 2008 and is a cost-effective solution for your customer relationship management needs for your growing or established business.

Base CRM allows small, medium, and large businesses to take a more data-driven, scientific approach to sales and customer relations. This all-in-one sales platform increases adoption and data capture and with actionable, quantifiable insights, you can accelerate your performance and increase your revenue in a way that is scalable, measurable, and most importantly — repeatable.

clients

 

Deployment

  • Cloud, SaaS, Web
  • Mobile: Android Native
  • Mobile: iOS Native

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Mobile Sales Management

Base CRM is highly mobile and features all of the technology that that you can get from your desktop.

Base’s full-featured Mobile Sales Management solutions include:

  • Geolocation
  • Mapping
  • Real-Time Updates
  • Notifications
  • Sales Forecasting
  • Goal Attainment
  • Sales Funnel Analysis
  • Mobile Reports
  • Offline Access
  • Mobile Apps
  • Mobile Lead Management

base-crm-windows-phone

Solutions

  • Customer Relationship Management (CRM)
  • Mobile Sales Management
  • Account Management
  • Lead Tracking
  • Native Automatic Dialer
  • Email Intelligence
  • Lead Prioritization
  • Win Rate Optimization
  • Sales Reporting and Analytics
  • Sales Forecasting
  • Sales Intelligence

base-crm-feature1

Plans and Pricing

There are three plans to choose from: The Starter, Professional, and Enterprise Plans — and depending on your CRM needs, size of your business, and number of users, your plan can cost anywhere from $25 per user per month to $125.

Starter Plan: $25 per user / month

This starter plan offers basic sales tracking and customer management for up to 5 users.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
Contacts

Contacts

Professional Plan: $75 per user / month

This plan offers complete Customer Relationship Management (CRM) features and reporting for growing businesses.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
Sales Pipeline Management

Sales Pipeline Management

Enterprise Plan: $125 per user / month

The enterprise plan is an all-in-one sales platform for data-driven enterprises that require a full-feature CRM.

  • Leads, Contacts, Deals, Tasks: Unlimited
  • Document Storage: 2 GB / User
  • Mobile Apps
  • Geolocation
  • Base Voice Phone number
  • Call Logging and Recording
  • Lead, Contact, and Deal Management Tools
  • Customization, Filters, and Tags
  • Custom Pipeline Stages
  • Task Management
  • Email Automation
  • Plugins and Integrations
  • Built-In Dialer
  • Document Management
  • Task Automation
  • Sales Forecasting
  • Activity Reports
  • Sales Intelligence
  • Lead Scoring
  • Call Analytics
  • Auto Dialer
  • Product Catalog
  • Multi-Level Permissions
  • Single Sign On
  • Multiple Sales Pipelines
Data Import

Data Import

Onboarding Services

Base also offers onboarding services led by their in-house experts so that your company can be set up for success properly. This service includes data migration, account setup, training, and more.

This package starts at $2,500.

Training and Support

Should you not opt for Onboarding Services, Base CRM comes standard with the following training and support:

  • Documentation
  • Live Online Training
  • In Person Training
  • Webinars
  • Online Support
  • Business Hour Support

Free Trial

Base offers a full feature 14-day free trial. No credit card required.

You can start your free trial at the link below: https://signup.getbase.com/signup-iframe.html

Mobility and Security

Mobility and Security

Security

Base CRM goes under routine security audits by experts in the industry to make sure your data is protected.

  • Payments Protected
  • All Credit Card Information Goes Through PCI Compliant Payment Gateway
  • 256-Bit SSL Encryption
  • Backup Done Automatically on Multiple Amazon Servers Nationwide
  • 99% Uptime
Endless Integrations

Endless Integrations

integrations-2

Base Snap Platform

With the Base Snap platform, you can connect your business tools, sync your sales data across your organization, and keep IT happy!

Base Snap features out-of-the-box integrations and API are built to produce immediate results. Base’s sales-centric UX experts will make sure every integration experience is useful, intuitive, and refined.

API

API

API

Every Base account has access to the API Snap platform and this can be used to connect to any other product.

With sync services and pre-built code libraries in: Python, Ruby, PHP, and Java, whatever side project you are building or what integration, Base can set you up with the SDK’s and API’s that you will need to make it a success.

unnamed

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Dynamics Cloud CRM Software by Microsoft

Bitrix24: Review

Bitrix24 offers many solutions such CRM for sales and as a human resources information system (HRIS). With dozens upon dozens of CRM features for sales automation and sales team management, Bitrix24 is not just a great Customer Relationship Management software but a great choice for E-Mail marketing, analytics, keeping track of your sales cycle, and more.

Intended Users

With over 1 million organizations already using Bitrix24 for their CRM needs, this service is versatile and flexible for SMB’s (Small Medium Businesses) and non-profit organizations.

Deployment

  • Cloud
  • On-Premise
  • Mobile

call-center-free-mobile

Bitrix24 CRM is self-hosted, which means you can receive your own private cloud suite that is under your control only. In addition, you have access to Helpdesk, Idea Management, eLearning modules and other features that aren’t available to cloud Bitrix24 users. So, no worries if you cannot use Dropbox, Slack, Skype, Salesforce, and other cloud-only solutions in your organization.

private-cloud

With your private cloud, you can take advantage of the following features:

  • Video Conferencing
  • PBX (via Voxlmplant cloud server)
  • Bitrix24.Drive
  • Document Management
  • Desktop App with Document Sync
  • CRM
  • HRIS (Human Resources Information System)
  • Task and Project Management
  • Instant Messenger (XMPP server)
  • Helpdesk (not in Cloud plans)
  • eLearning (not in Cloud plans)
  • Idea Management (not in Cloud plans)
  • iOS and Android Apps

mobile_devices

Mobility

  • Web
  • iOS Apps
  • Android Apps

Mobile Features Link: https://www.bitrix24.com/features/mobile.php

security

Security

  • Two Factor Authentication
  • 256-Bit SSL Encryption
  • Bitrix OTP, WinAuth, FreeOTP, Google Authenticator
  • RSA Encryption
  • Web Application Firewall
  • Custom Backup Rules

Features Checklist

  • Project Management & Tasks
  • Gantt Chart
  • Task Dependencies
  • Employee Workload Management in Tasks

sales_funnel

  • Checklist
  • Counters and Roles
  • Task Reports
  • Report Builder

collaborative-crm

  • Automation
  • Templates
  • Workgroups
  • External Users
  • Tasks via Email
  • Real Time Communications

online-meetings

  • Instant Messaging
  • Group Chat
  • Voice and Video Calls
  • Screen Sharing and HD Video Conferencing
  • Mobile Apps
  • Desktop App
  • Document Management
  • Private & Shared Document

email-management

  • Easy Document Collaboration
  • Version History
  • Document Lock
  • Creating and Editing Documents Online
  • Editing Documents with Apps on PC
  • Integration with External Drives
  • Instant Search
  • Approval Workflows
  • Bitrix24.Drive for Collaboration
  • Central Entry Point
  • Cloud-PC Integration
  • Reports and Sales Funnels
  • CRM Dashboards
  • Quotes
  • Invoices Inside the CRM
  • CRM Website Forms

workflow-management

  • Open Channels
  • Mobile CRM
  • Email and Calls to Clients
  • Business Processes in CRM
  • Rights and Roles in CRM
  • Apps and Integration in CRM
  • Integration with your Website
  • Social Intranet
  • Activity Stream
  • Badges (social)
  • Photo Gallery
  • Collaborate by Email
  • Social Media Network Integration

maxresdefault

Free Version

The Free Plan from Bitrix24 is completely free for all users with no additional fees at all. The Free plan is best for micro companies and small businesses that need internal communications more than anything.

This platform is great for small groups of people who want security, flexibility, and upward mobility. Your small online shop or company’s sales department can use the Free Plan if you need a CRM for processing incoming needs.

You can sign up for free here: https://www.bitrix24.com/register/

Features

  • Users: Unlimited
  • Online Storage: 5 GB
  • Task Dependencies: 5
  • Integrated Email Accounts: 12
  • Business Card Scanner: 12
  • CRM Web Forms: 1
  • Open Channels: 1
  • Live Chat: 1

sales_funnel

Plans & Pricing

Plus Plan

Price: $39 / month

Features

  • Users: Unlimited
  • Online Storage: 24 GB
  • Task Dependencies: Unlimited
  • Integrated Email Accounts: 24
  • Business Card Scanner: 24 / month
  • CRM Web Forms: 2
  • Open Channels: 1
  • Live Chat: 1
  • CRM Records Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)

 

Standard Plan

Price: $99 / month

The Standard Plan is for companies/businesses that have more than 12 people who require a united platform for teamwork and file sharing. If you need to allow third parties such as partners, clients, or suppliers to participate in tasks and projects, this is a good plan for you. It is also great for non-profits who have a large number of users.

This is Bitrix24 CRM’s most popular plan and features quite a bit more features than the previous plans.

Features

  • Users: Unlimited
  • Online Storage: 100 GB
  • External Users
  • Access Limit by IP
  • Your Own Logo
  • Workflow Automation
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: 2
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: 50 / month
  • CRM Web Forms: 4
  • Open Channels: 2
  • Live Chat: 2
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions

 

Professional Plan

Price: $199 / month

The Professional Plan is great for tracking working hours and the time spent by users on projects and tasks. You can use your own domain name for social intranet as well as managing meetings, events, briefing, etc…that need to take place to keep your business running efficiently.

This plan is all-inclusive and contains all of the features Bitrix24 CRM has to offer.

Features

  • Users: Unlimited
  • Online Storage: Unlimited
  • External Users
  • Access Limit by IP
  • Use Own Logo
  • Approvals (Expenses, Assets, etc…)
  • Workflow Automation
  • Time Management
  • Work Reports
  • Meetings and Briefings
  • Document Lock
  • Task Dependencies: Unlimited
  • Custom Fields
  • Multiple Sales Pipelines: Unlimited
  • Integrated Email Accounts: Unlimited
  • Business Card Scanner: Unlimited
  • CRM Web Forms: Unlimited
  • Open Channels: Unlimited
  • Live Chat: Unlimited
  • CRM Record Conversions
  • Advanced Duplicate Search
  • CRM Change History
  • Backup Restore
  • CRM Access Log
  • List View Exceeding 5,000 Records
  • Phone Call Recordings: Unlimited
  • Simultaneous Call to All Available Employees
  • Call Quality Evaluation
  • Call Source Tracking (Marketing)
  • Custom Telephony Permissions
  • Use Own Domain Name

bitrix24_logo

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OnContact CRM Software: Review

OnContact CRM is a full-service CRM software by WorkWise, which adds the perks of Marketing Automation to their full list of CRM features. You have the option of choosing from Cloud-based or On-Premise software — and the pricing is simple.

 

crm-meets-marketing-automation-850w

CRM + Marketing Automation Package

Intended Users

Any business, from SMB to larger enterprises have benefitted from OnContact’s CRM software. Some companies include:

  • Marion
  • CBCInnovis
  • Toys R Us
  • Rayonier Advanced Materials
  • Nercon Engineering & MFG., Inc
  • Global
  • The Equitable Bank
  • MCL Engineered Solutions
  • PFP

Cloud or On-Premise Options: The Choice is Yours

One of the unique advantages of OnContact CRM that other CRM softwares do not always share is the ability to choose between Cloud or On-Premise software.

Both of these options offer full mobility with regards to accessing your information from mobile devices. However, the Cloud plan option is much more affordable and requires no maintenance. The On-Premise plan requires installation and labor costs in addition to a much higher subscription fee and annual maintenance costs.

cloud-crm-bottom on-premise-crm-bottom

The plan options, prices, and features can be found below, but if you wish, you can compare the Cloud CRM or On-Premise solutions for yourself at: http://www.oncontact.com/crm-software-cloud-vs-on-premise/

Features

OnContact CRM is where Customer Relationship Management meets Marketing Automation. As opposed to having different vendors and software for your marketing solutions and your sales solutions — with OnContact, this CRM software features the Marketing Automation you need and third party integration that will make business boom in one complete package at an affordable price.

crm-marketing-automation-final-mym67aztx1tooqewbsd8a5mxb1pvm547tms3zvbv6u

Mobility

OnContact offers full-service mobility and portability no matter if you are in the office, at home, or on the go. You can access your customer information, sales information, and marketing solutions from any mobile device such as a laptop, tablet, and smartphone.

crm-mobile-get-connected-800x449-2-mxjv71grqx1ye3bxs4fn0gy3n5rk799ukzgpw9smfe

Intuitive Interface

All users can quickly adapt to the extremely intuitive OnContact CRM interface. While most CRMs claim to have an easy to use and clean interface, it is not always the case. In the case of OnContact, the interface truly has a nice and clean look with intuitive controls.

crm-intutive-interface-zoom-800x449-mxjv72elxr38ppakmmu9kypk8jmxeydkx447djr896

Customization

Customizing your screen is easy with OnContact and you can create your own unique pages that match your requirements.

customization

Sales Pipeline

You can provide managers with quick and simple access to current deals opportunities through the sales dashboard. Here, you can see your sales pipeline with ease.

sales-pipeline

QuickBooks Integration

OnContact knows of the importance of accounting in your business, so this software seamlessly integrates with QuickBooks, which is the most popular accounting solutions used. As a user, you can access customer financial information quickly without having to leave the OnContact application.

quickbooks-integration

Marketing Management

With marketing management tools, you can quickly target the desired audience for your products or services by using powerful searches through OnContact.

marketing-management

Landing Pages

You can automatically populate CRM lead tables so that your marketing campaigns begin instantly and leads can be scored.

landing-page

Email Template Designer

The email template designer creates engaging HTML emails to potential and existing customers without you even having to know HTML. This can cut costs since you won’t have to hire someone to create these templates for your business.

email-template

Website Visitor Tracking

Knowing the interest that people have in your products and services is extremely important to marketing to the right people in the right places. With website visitor tracking, you can receive information on who is checking out your website and extra data that comes with it.

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Customer Support Functionality

With any business, there come a time where you must resolve customer issues. You want a software that will allow you to be notified immediately of any problems and will help you resolve these issues and properly communicate support data.

OnContact has FAQ sections you can create and other tools that you can use to assist your customers.

Overall, with either plan you choose below, you receive full-service software for sales, marketing automation, marketing features, support, contact center, and mobile access for a single price (per user per month).

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Pricing

There is a significant difference between the two plans offered by OnContact CRM. Their CRM is full-service, so you do not choose a plan based on features per se, but you do choose a plan based on whether you want a cloud-based CRM or on-premise CRM.

The Cloud CRM costs only $50 per user per month (billed annually / 3 user minimum), and the On-Premise CRM costs $995 per user (plus annual maintenance / 3 user minimum).

Since the minimum number of users is 3 on both plans, the minimum costs involved is actually $150 per month for the Cloud CRM and $2,985 per month for the On-Premise CRM.

You can see the plan details below.

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OnContact CRM Plans & Features

There are two plans offered by OnContact, depending on whether you would prefer a Cloud or On-Premise CRM for your business.

Cloud CRM

Price: $50 per user / month (billed annually / minimum of 3 users required)

This plan was designed as a complete solution through the Cloud. This plan comes with all of the full-service, comprehensive CRM features and Marketing Automation functions. There are no extra charges and no hidden fees.

For most businesses, the Cloud CRM is the perfect solution. At $50 per user / month, the minimum cost of ownership of this CRM starts at $150 (since there is a 3 user minimum) and is billed annually. Even if you require a few more users or a lot more users, you simply add $50 to the amount and prepare to pay the annual payment.

While it would be better if there were a monthly billing option, after the 14-day free trial we recommend you take advantage of, you should have a good idea whether this CRM would benefit your business.

The Cloud CRM is advantageous because it does not cost anything to maintain as it is web-based, there is no hardware or maintenance costs, no costs associated with future upgrades, and mobility is an extra plus — you can access your secure data from anywhere, from nearly any device. This keeps your employees and teams on the same page with you in charge.

Regardless of what type of business you have, having such a Cloud-based CRM benefits you versus an On-Premise CRM in most cases and is much more budget friendly in the short- and long-term.

Included in the Cloud plan is the following:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business/firm/company requires something a bit more secure or you want an On-Premise service; OnContact CRM has a plan for that too!

On-Premise CRM

Price: $995 per user / month (3 user minimum) + Annual Maintenance (not included in the price listed)

The On-Premise plan is exactly as it sounds — the OnContact CRM software is installed on-site and features the same CRM functions and Marketing Automation as the Cloud plan above:

  • Mobile
  • Sales Automation
  • Marketing Management
  • Marketing Automation
  • Contact Center
  • Customer Service

If your business requires On-Premise CRM software, the bulk of the cost of this CRM is because of all of the hardware, maintenance, and labor associated with installation. $50 per user for the Cloud plan versus $995 per user for the On-Premise plan is a huge variation. This cost difference is important when thinking about your bottom line.

Remember, there is a minimum of 3 users when purchasing a plan, so multiply $995 by three and there is your minimum cost per month (billed annually). PLUS, this pricing does not even include the annual maintenance costs, which OnContact does not specify on in regards to a price range.

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Free Trial

You can start a free 14-day trial of OnContact Cloud CRM at the following link:

http://www.oncontact.com/free-crm-software-trial/

There is no obligation, no costs involved, and you receive full access to all of the features of OnContact CRM, including: Sales Automation, Marketing Automation, Customer Service, and Contact Center functionality at no extra charge.

If you wish to request a one-on-one demo of the On-Premise CRM, that can be scheduled as well at the following link: http://www.oncontact.com/crm-software-demo/

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